CoverProfile

Scott Schlappi

Senior Vice President, Retirement Plan Services

WealthPlan Advisors

United States, Arizona, Mesa

About Me

Scott, a Senior Vice President at WealthPlan Advisors, boasts a career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded WealthPlan Advisors alongside his brother, Todd. Scott's unparalleled expertise shines in his comprehensive knowledge of Qualified/Non-Qualified Retirement Plans, catering to corporations, governments, and nonprofit organizations. Throughout his career, Scott has dedicated himself to assisting organizations in establishing, monitoring, and enhancing their retirement plans. His prominence extends to various local and national retirement plan and investment consultant councils, where he is widely recognized and valued for his co

View more

Profile Information

Senior Vice President, Retirement Plan Services

WealthPlan Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Mesa

Arizona

United States

Jan 20, 2025

More profiles to browse

Profile Photo
Shelley Totah
Director of Client Relations
RH
Rick Horton
CEO, Senior Vice President, Wealth Management Services; Investment Consultant, Chief Compliance Officer
Profile Photo
Nate Schlappi
Retirement Plan and Investment Consultant
CF
Catharine Fitch
Investment Adviser, Portfolio Manager

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation